Beau provides our clients with an ongoing and personalized wealth management relationship with Resolute. In following Resolute Wealth Advisor’s wealth management process, Beau works closely with our clients to deliver the knowledge, support, and advice necessary to achieve their financial goals.
For clients of Resolute, Beau's responsibilities include:
- Conducting in-depth client interviews to gather financial information and to formulate financial goals
- Collaborating with clients throughout the implementation of strategies selected to increase the overall success of our clients’ financial plans
- Scheduling review meetings with clients to identify potential changes or adjustments in our clients’ financial lives
- Tracking our clients’ progress towards their financial goals
- Monitoring clients’ portfolios to ensure adherence to the selected strategy
- Implementing strategies that can improve the long-term success of wealth for the next generation
Beau began working in the investment field in 2011 and he is passionate about serving clients who are looking for a collaborative approach to planning for their financial future. He recently graduated Summa Cum Laude from Southern New Hampshire University where he received his Bachelor’s degree in Finance with a concentration in Financial Planning.
Outside of work, Beau and his wife, Tiffani, enjoy spending time with their children and are actively involved in their community, school, and church.